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Jason Polit

@Vigilare Wealth Management

Latest period2024 - Q4ReportedManaged Assets$246.296MTotal holdings90
Assets growth rate-0.42%Assets growth rate (2-Q avg)4.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vigilare Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Vigilare Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.296M in assets, with a quarterly growth rate of -0.42% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Jason Polit, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFFIshares Preferred & Income Securities Etf
Recent Activity
Decreased -58.22%
0.17%
$401,423
12,768 shares@ $31.44 avg price
AMGNAmgen Inc
Recent Activity
0.16%
$393,566
1,510 shares@ $260.64 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
0.16%
$385,206
738 shares@ $521.96 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 100.1%
0.16%
$376,775
2,071 shares@ $181.93 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -7.05%
0.16%
$371,284
1,251 shares@ $296.79 avg price
VTIVanguard Total Stk Mkt
Recent Activity
Increased 6.07%
0.15%
$365,210
1,260 shares@ $289.85 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -31.97%
0.15%
$365,019
1,917 shares@ $190.42 avg price
DRLLStrive U.s. Energy Etf
Recent Activity
Increased 0.36%
0.15%
$364,961
13,383 shares@ $27.28 avg price
INTUIntuit Com
Recent Activity
0.15%
$360,131
573 shares@ $628.51 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 0.33%
0.15%
$359,352
1,240 shares@ $289.8 avg price